Congress Wealth Management LLC J P Morgan Exchange Traded Fd Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

A detailed history of Congress Wealth Management LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Congress Wealth Management LLC holds 7,748 shares of JEPI stock, worth $470,226. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,748
Holding current value
$470,226
% of portfolio
0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$54.98 - $59.51 $425,985 - $461,083
7,748 New
7,748 $461,000
Q1 2024

Apr 18, 2024
SELL
$54.75 - $57.86 $4,872 - $5,149
-89 Reduced 2.29%
3,799 $219,000
Q4 2023

Feb 09, 2024
SELL
$51.51 - $55.33 $1.62 Million - $1.74 Million
-31,419 Reduced 88.99%
3,888 $213,000
Q3 2023

Oct 30, 2023
BUY
$53.5 - $55.92 $52,590 - $54,969
983 Added 2.86%
35,307 $1.89 Million
Q2 2023

Jul 13, 2023
SELL
$53.85 - $55.4 $1.08 Million - $1.11 Million
-20,043 Reduced 36.87%
34,324 $1.9 Million
Q1 2023

Apr 14, 2023
BUY
$52.13 - $55.7 $535,375 - $572,039
10,270 Added 23.29%
54,367 $2.97 Million
Q4 2022

Feb 02, 2023
SELL
$50.88 - $56.78 $5.19 Million - $5.79 Million
-101,999 Reduced 69.82%
44,097 $2.4 Million
Q3 2022

Nov 08, 2022
BUY
$51.23 - $57.83 $4.4 Million - $4.96 Million
85,796 Added 142.28%
146,096 $7.49 Million
Q2 2022

Aug 11, 2022
BUY
$52.86 - $62.23 $150,386 - $177,044
2,845 Added 4.95%
60,300 $3.34 Million
Q1 2022

May 16, 2022
BUY
$58.11 - $63.04 $3.07 Million - $3.33 Million
52,865 Added 1151.74%
57,455 $3.53 Million
Q4 2021

Feb 04, 2022
BUY
$59.34 - $63.61 $272,370 - $291,969
4,590 New
4,590 $290,000

Others Institutions Holding JEPI

# of Institutions
1,168
Shares Held
280M
Call Options Held
307K
Put Options Held
341K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email